Set up your first automation
TL;DR: On any board, click Automate → Create, search "Connected Boards", click Use Template on the recipe you want, configure the underlined fields, and click Create automation. Then trigger it once to confirm it works.
Before you start
- You need to be a monday.com admin or have permission to create automations on the board ( Understanding permissions )
- Connected Boards Automations must be installed in your account ( Installation & Set up )
- Have both boards ready, with a Connect Boards column already on the source board (or be ready to add one)
Step 1: Open the Automations Center
If you just installed Connected Boards Automations, monday.com automatically redirected you to the Automation Center — skip ahead to Step 2.
If you're coming back to your board later, here's how to open the Automation Center:
Click Automate at the top right.
Click Create (or click Integrate → Create).
Step 2: Find a Connected Boards Automations recipe
Make sure you're on the Create tab — this is where all apps and recipes appear.
In the search bar, type Connected Boards.
Under the Apps section, you'll see Connected Boards Automations.
Click it to open the full recipe library.
All Automations — every recipe
The full library has 36 recipes across 5 categories — covering every cross-board scenario from auto-connecting items by matching value, to two-way column sync, to mirroring status, to copying updates between connected items. Browse, search, and pick the recipe that matches what you're trying to do.
Not sure where to start? See The best way to start with Connected Boards Automations for the two recipes most teams use first.
Step 3: Configure your automation
Click Use Template on the recipe you picked.
Fill in the underlined fields. Each field is a column, value, or board the automation needs to do its work.
Click Create automation.
Example: the recipe When an item is created, connect it to items from another board where this column matches another column asks for these fields:
- Connect column — the connect column on this board where the new link will be written
- This column — the column on this board used to find matches
- Another board — the connected board to search
- Another column — the column on the other board to match against
Step 4: Test that it works
Trigger the automation manually — e.g. create a new item, or change the column the automation watches.
Check the connected board to confirm the expected connection or value change happened.
If the automation doesn't fire: check that both boards have the column the recipe references, that the columns are the same type (e.g. both Text, both Status), and that the matching values are identical (matching is case-sensitive). Then edit the automation and double-check your selections.
Step 5: Explore more automations
Once your first automation works:
- Try a Two-way sync recipe to keep two boards aligned automatically
- Try a Cross-board workflow recipe like mirroring a status or copying updates
- Combine several recipes to build connected logic between two or more boards
Common gotchas
- Column types must match. You can't sync a Status column to a Date column. Same type on both sides.
- Read-only columns can't be the destination. Mirror, Formula, and Last-updated columns receive nothing.
- Matching is case-sensitive. "ACME" ≠ "Acme" when used as a column-matching condition.
- The connect column must exist before the recipe runs. Connect Boards Automations writes to it; it doesn't create it.
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